May 06, 2024  
2022-2023 Academic Calendar Mount Royal University 
    
2022-2023 Academic Calendar Mount Royal University [ARCHIVED CATALOG]

FNCE 3555 - Student Investment Fund 1


Credit(s): 1.5
Lecture Hour(s): 1.5
Lecture Hours Schedule Type: Blended, Lecture, Online
“Student Investment Fund 1” is the first course in the four linked SIF courses. In FNCE 3555, students are introduced to the process of team-based investment analysis and investment management. Students in FNCE 3555 are “Investment Analysts” and are paired with a second-year SIF student who acts as the Portfolio Manager of the industry(s) which has/have been assigned for coverage. The team of two works together as a unit to analyze their sector and individual equities in their sector. The team also works with the whole SIF cohort to choose eligible stocks for the fund. Students in FNCE 3555 are required to assemble and present a comprehensive industry report including valuation overviews for all the stocks in their industry sector(s).

Prerequisite(s): A minimum grade of B+ in both FNCE 3228  and ACCT 2121  

 

 
Note: Please note: Registration in this course is competitive. Students will be required to submit an application, including a written stock recommendation. Students must also complete an interview. If you are interested, please contact businessadvising@mtroyal.ca.